See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,629 | $168,632-13.0% | $147,614-0.7% | $125,391+16.9% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -4.86% | 77.65%-82.5pp | 61.98%-66.8pp | 282.22%-287.1pp |
| Employer contribution / active EE | $6,986 | $6,252+11.7% | $5,564+25.5% | $4,866+43.6% |
| Participant deferral / active EE | $6,094 | $5,507+10.7% | $4,895+24.5% | $5,352+13.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |